Venturi Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $635K | Buy |
|
|||||
|
2025
Q2 | $603K | Sell |
|
|||||
|
2025
Q1 | $649K | Buy |
|
|||||
|
2024
Q4 | $576K | Buy |
|
|||||
|
2024
Q3 | $330K | Buy |
|
|||||
|
2024
Q2 | $251K | Buy |
|
|||||
|
2024
Q1 | $255K | Buy |
|
|||||
|
2023
Q4 | $226K | Buy |
|
|||||
|
2023
Q3 | $178K | Buy |
|
|||||
|
2023
Q2 | $148K | Buy |
|
|||||
|
2023
Q1 | $124K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $337K | Sell |
|
|||||
|
2019
Q3 | $368K | Sell |
|
|||||
|
2019
Q2 | $442K | Sell |
|
|||||
|
2019
Q1 | $402K | Sell |
|
|||||
|
2018
Q4 | $498K | Buy |
|